Salesloft

Salesloft Integration Overview

Keep your cadences compliant and error-free

Optimizing your sales engagement is a process in itself, so don’t let unknown integration failures make it a challenge. From lead generation to sales automation, keep it all in line and let your team focus on creating impact.

Integrating Marketo and Salesloft means you can rest assured that the complex workflows you build are properly functioning separately and together. When one component impairs another and a trigger isn’t properly setting off an action, you’ll be able to understand and fix the issue without worrying that anything else will be affected.
Integrating Salesforce and Salesloft allows you to access the ultimate sales tool, and lets you be sure that the activity happening in Salesloft is being tracked in Salesforce. You can quickly see if this activity isn’t transferring over, and where breakdowns are happening that are impeding your team’s ability to communicate.
Integrating Dynamics and Salesloft empowers your sales and revenue teams to drive value through automatic syncing, activity logging, and more. Feel confident that these two platforms are working together as expected, with no interruptions in sales tracking and automation.

Starters

  • Salesforce Form to Lead: tests whether or not a lead is routing from your form to your system, and tests any workflows a lead should flow through when created in your system. Requires a form to submit and validates that the expected values appear in your marketing automation platform.

  • Salesforce Validate SPF: tests whether or not your domain has an active SPF record for your account. SPF (Sender Policy Framework)  prevents email spammers from using your domain and sending “spoof” emails.

  • Salesforce Form to Lead Time to Create: calculates how long it takes to go from lead submission to lead creation in downstream. Requires a form to submit and validates that a lead is created within the expected timeframe upon form submission.

Features

  • Published Values: Exposes your single source of truth from Salesforce then lets your team test against a predefined set of values. As values change in Salesforce, Stack Moxie will proactively alert you to the updates so nothing has to break. Run tests against Published Values so Monitors never need updating. 

  • Time to Create / Compute: Essential for calculating your system sync times to determine if process optimizations could occur. From start to finish, determine the benchmarks and average time it takes a process to run.

  • Custom QA & Testing Templates: allow you to design custom templates to test your marketing automation platform’s processes, including Marketo, Eloqua, Hubspot, and Pardot. Put templates into the hands of field and campaign teams to execute complete and complex testing. Users can run testing without even needing to know how or what to test. Build once and pass it along to let your colleagues manage their testing and catch their own errors.

  • Script/tag validation: is essential to ensure all your attribution and reporting functionality works as anticipated. Overlapping teams without strong tag governance structures can wreck havoc on each others integrated systems by duplicating or disabling critical tags.